McClarren Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,534
| Closed | -$213K | – | 288 |
|
|
2025
Q1 | $213K | Sell |
1,534
-102
| -6% | -$14.2K | 0.14% | 69 |
|
|
2024
Q4 | $198K | Buy |
1,636
+136
| +9% | +$16.5K | 0.56% | 32 |
|
|
2024
Q3 | $353 | Buy |
1,500
+480
| +47% | +$113 | 0.04% | 58 |
|
|
2024
Q2 | $204K | Sell |
1,020
-584
| -36% | -$117K | 0.14% | 70 |
|
|
2024
Q1 | $212K | Buy |
1,604
+11
| +0.7% | +$1.45K | 0.15% | 68 |
|
|
2023
Q4 | $187K | Buy |
1,593
+26
| +2% | +$3.05K | 0.14% | 71 |
|
|
2023
Q3 | $197K | Buy |
1,567
+13
| +0.8% | +$1.63K | 0.17% | 65 |
|
|
2023
Q2 | $175K | Buy |
1,554
+2
| +0.1% | +$225 | 0.14% | 73 |
|
|
2023
Q1 | $173K | Buy |
1,552
+12
| +0.8% | +$1.34K | 0.16% | 73 |
|
|
2022
Q4 | $186K | Buy |
1,540
+442
| +40% | +$53.4K | 0.18% | 68 |
|
|
2022
Q3 | $111K | Buy |
+1,098
| New | +$111K | 0.11% | 87 |
|